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Aterian

62 hedge funds and large institutions have $12.8M invested in Aterian in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $255K

11% more capital invested

Capital invested by funds: $11.6M → $12.8M (+$1.27M)

0% less ownership

Funds ownership: 1.54%1.54% (-0%)

7% less funds holding

Funds holding: 6762 (-5)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
19
Closed
14
Calls
$1.43M
Puts
$255K
Net Calls
+$1.17M
Net Calls Change
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$35.2K +$16.3K +1,216 +55%
AWA
27
Arkadios Wealth Advisors
Georgia
$33.9K +$43.9K +3,281 New
BRWA
28
B. Riley Wealth Advisors
Florida
$32.9K -$5.02K -375 -11%
Prudential Financial
29
Prudential Financial
New Jersey
$32.4K +$42K +3,139 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$32K +$40.6K +3,032 +4,211%
Barclays
31
Barclays
United Kingdom
$28.8K +$17.6K +1,313 +89%
AIG
32
American International Group
New York
$27.4K +$696 +52 +2%
PF
33
Phoenix Financial
Israel
$25.8K
VOYA Investment Management
34
VOYA Investment Management
Georgia
$24.4K
AMH
35
Apollo Management Holdings
New York
$23.5K +$30.5K +2,277 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$21.1K -$2.02K -151 -7%
BCM
37
Bayesian Capital Management
New York
$21K +$27.2K +2,033 New
SG Americas Securities
38
SG Americas Securities
New York
$20K +$3.99K +298 +18%
SFP
39
Sandbox Financial Partners
Maryland
$17.2K -$44.6K -3,333 -67%
N
40
Nuveen
North Carolina
$14K
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$13.9K +$18.1K +1,351 New
LPL Financial
42
LPL Financial
California
$13.1K +$3.49K +261 +26%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$13K
HCM
44
Harvey Capital Management
Florida
$12.9K
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$12.6K
TRCT
46
Tower Research Capital (TRC)
New York
$12K -$8.98K -671 -37%
Wells Fargo
47
Wells Fargo
California
$10.2K +$13.3K +993 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$10K
Invesco
49
Invesco
Georgia
$9.97K -$1.59K -119 -11%
PTP
50
Platform Technology Partners
New York
$9.45K

ATER Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aterian (ATER) for Q1 2023, worth a combined $12.8M — up 11% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ATER and 9 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Vanguard Group, adding an estimated $628K. The largest seller was AQR Capital Management, cutting an estimated $236K.

  • 62 institutional investors held Aterian (ATER) as of Q1 2023, down from 67 in Q4 2022.
  • Funds reported $12.8M of Aterian stock for Q1 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Aterian positions in Q1 2023 and 14 closed out, a net change of -5 holders.
  • The largest Aterian buyer in Q1 2023 was Vanguard Group, an estimated $628K added.
  • The largest Aterian seller in Q1 2023 was AQR Capital Management, an estimated $236K sold.

Based on aggregated 13F filings for Q1 2023.